Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Results filtered by


Adviser(s) Firm joining Firm leaving AUM ($M) Date
CHRISTOPHER BRIAN JONES1st Global Capital Corp.MetLife Securities Inc.07-08-2016
Ryan Scott Cook1st Global Capital Corp.Lincoln Financial Advisors Corporation01-06-2015
Jeffrey Scott Mccorkendale1st Global Capital Corp.Edward Jones$2011-15-2010
Fetzer Eugene Crockett4-C Personal Wealth Management Consultants, LLCNational Planning Corporation04-21-2009
Eric Keith AmundsonAdaptive Wealth Management, LLCPacific West Financial Consultants Inc06-13-2011
Roger Allen RekateAdvisor One, LLCMonticello Investment Services, Inc.12-06-2013
Jennifer Annette PoseyAllstate Financial Services, LLCState Farm VP Management Corp.02-24-2017
Damian Michael CzechorskiAllstate Financial Services, LLCCambridge Investment Research, Inc.10-18-2016
William Scott CombsAllstate Financial Services, LLCState Farm VP Management Corp.03-18-2016
Jon William MunroAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC11-19-2015
Patrick Allen McneilAllstate Financial Services, LLCPrincipal Securities, Inc.11-17-2015
Michael Paul CassaraAllstate Financial Services, LLCEdward Jones02-27-2015
William Timothy PauleyAllstate Financial Services, LLCMWA Financial Services Inc.06-11-2014
Kyle Robert WooddellAllstate Financial Services, LLCK. W. Chambers & Co.03-20-2014
Rahn Edward TiemanAllstate Financial Services, LLCThrivent Investment Management Inc.11-11-2013
Michael Patrick Nolan Jr.Allstate Financial Services, LLCMutual of Omaha Investor Services, Inc.08-19-2013
William Arno BakerAllstate Financial Services, LLCNational Pension & Group Consultants, Inc03-25-2010
Joy WilnerAllstate Financial Services, LLCMML Investors Services, LLC02-01-2010
Jeffrey Allen LaddAlton Securities Group Inc.Walnut Street Securities, Inc.10-03-2011
Charolette Lynn MckinneyAmerican Portfolios Financial Services, Inc.Waddell & Reed$103-01-2011
Mark StegmannAmeriprise FinancialWells Fargo Advisors$9102-03-2017
Linda Ann BauwensAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.12-21-2018
J Darren HillisAmeriprise Financial Services, Inc.Morgan Stanley12-07-2018
Timothy Allen HeuiserAmeriprise Financial Services, Inc.Morgan Stanley$15012-07-2018
Alan Joseph ThomilsonAmeriprise Financial Services, Inc.Lincoln Financial Securities Corporation11-17-2017
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Showing 1 to 25 of 3,470 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry.


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